This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

STRATEGIC ADVISERS LLC

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Oct 15, 2016

First registration

Dec 16, 2016

Dual registered

yes, broker-dealer

Other names

Jason Kriz|Jason Michael Kriz|Jason M Kriz

IAPD individual key

6691769

• Occurred

  Feb 16, 2024
  Advisor changed firm

  Jason Michael Kriz left Morgan Stanley for Fidelity Personal And Workplace Advisors (registered 2024-02-29)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8173b072-763c-36e8-c70a-d09d044cde7a

First observed

Dec 16, 2016

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.